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First Trust Health Care AlphaDEX Fund

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
Iams Wealth Management
Nebraska
$1.34M -$294K -2,631 -18%
BEI
52
Benjamin Edwards Inc
Missouri
$1.33M +$1.2M +10,726 +946%
SB
53
Strategic Blueprint
Georgia
$1.32M +$195K +1,739 +17%
SAM
54
SignalPoint Asset Management
Missouri
$1.32M -$208K -1,867 -14%
PCG
55
Prosperity Consulting Group
Maryland
$1.31M +$1.31M +11,670 New
AI
56
Atria Investments
North Carolina
$1.28M -$308K -2,755 -19%
WWM
57
Wagner Wealth Management
South Carolina
$1.26M -$181K -1,615 -13%
KAS
58
Kestra Advisory Services
Texas
$1.25M -$430K -3,842 -26%
WIA
59
World Investment Advisors
California
$1.24M +$1.24M +11,077 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.19M -$22.5K -201 -2%
DADC
61
D.A. Davidson & Co
Montana
$1.19M -$28.3K -253 -2%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$332K -2,965 -22%
LSPW
63
Lake Street Private Wealth
Illinois
$1.14M -$3.36K -30 -0.3%
MA
64
Mutual Advisors
Nebraska
$1.13M -$47.4K -438 -4%
QCM
65
Quantinno Capital Management
New York
$1.11M +$154K +1,375 +16%
Two Sigma Investments
66
Two Sigma Investments
New York
$1.11M +$805K +7,200 +267%
SMG
67
Smart Money Group
Texas
$1.07M -$8.67K -81 -0.8%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$1.07M -$656K -5,866 -38%
NW
69
NewEdge Wealth
Pennsylvania
$1.05M -$26.4K -236 -2%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.02M -$98.7K -883 -9%
SA
71
Sanctuary Advisors
Indiana
$933K +$52.5K +480 +6%
SWP
72
Stratos Wealth Partners
Ohio
$933K -$30.2K -270 -3%
LFAS
73
Level Four Advisory Services
Texas
$893K -$107 -1 -0%
RIA
74
Regal Investment Advisors
Michigan
$859K -$457K -4,084 -35%
MCM
75
MAI Capital Management
Ohio
$820K